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Disclosery

PRIO WEALTH LIMITED PARTNERSHIP: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIO WEALTH LIMITED PARTNERSHIP on XLV, newest first. How the timeline and the estimate are built.

PRIO WEALTH LIMITED PARTNERSHIP held 1,470 XLV shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 1,470 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $226,410.

    13F-HR 0001172661-24-004312 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 1,470 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $214,253.

    13F-HR 0001172661-24-004074 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 1,460 shares
    Change vs previous 13F +1,460 shares

    0.01% of the 13F portfolio, value $215,686.

    13F-HR 0001172661-24-002283 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -1,517 shares

    13F-HR 0001172661-23-003546 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2023-06-30
    13F 1,517 shares
    Change vs previous 13F +1,517 shares

    0.01% of the 13F portfolio, value $201,352.

    13F-HR 0001172661-23-002798 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-03-31
    13F 0 shares
    Change vs previous 13F -2,102 shares

    13F-HR 0001172661-23-002034 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2022-12-31
    13F 2,102 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $285,557.

    13F-HR 0001172661-23-000779 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).